Case Studies

Private Equity Portfolio Company Leadership

Marketing Team Build for PE owned Retail Healthcare Company

One of our core clients, a healthcare roll-up that is the leader in its industry sector and majority-owned by a premier PE firm, required a world-class marketing team to drive organic growth across 2,300+ offices. We partnered with the new Chief Marketing Officer to build out the marketing team, including a VP of Marketing Analytics and Technology, Senior Directors of Loyalty, Performance, Product and Field Marketing, and a Senior Director of Communications. We were subsequently engaged by the company to recruit a VP Operations, Senior Director Total Rewards and Senior Directors of Direct and Indirect Strategic Sourcing.

Large PE Owned Fitness Franchise, CMO and COO

A private equity client acquired a leading fitness brand franchisee with the goal of growing the business organically and through acquisitions. To drive organic growth the company needed a Head of Marketing with a strong performance marketing background, and a Chief Operating Officer with experience scaling another multi-unit consumer services business. We recruited a marketing leader who had created and led the highly successful loyalty program for a major automotive brand, and a COO who had built and led large field organizations in the early childcare and senior care industries. Both of our successful candidates have built outstanding teams and the company has grown significantly.

Early Education Roll-up CEO and CMO

After acquiring a branded, multi-location early childhood education business from its founder, a private equity client required a CEO to build operational efficiencies and scale the business through acquisitions, organic growth and greenfield development. We recruited a CEO with experience growing hospitality businesses and a large ecommerce company. After three years of outstanding performance, the company was sold to another fund. The CEO and new board retained us again to recruit a Chief Marketing Officer with a strong performance marketing track record who has successfully accelerated the company’s growth.

Corporate Communications

Investment Firm Chief Marketing Officer

One of our core clients, an investor in niche direct-to-consumer businesses, sought to hire a strong marketing communications leader to build the visibility of the firm itself and to help its portfolio companies drive growth through strategic marketing. We recruited an exceptional marketing leader with experience in CPG brand management and on the agency side leading digital and social marketing for large consumer clients.

Global Private Equity Firm, Corporate Communications and Marketing Leader

A leading, global private equity firm required a strategic corporate communications leader with deep relationships with the financial press to lead communications for the firm itself and its portfolio companies. We leveraged our strong network in the financial communications community to recruit an outstanding media relations professional from a top strategic communications firm. Our successful candidate was quickly promoted and currently leads the firm’s marketing and communications team. After that promotion we partnered with him to recruit his successor and deputy, who previously led media relations for a premier boutique investment bank.

Real Estate Investor and Developer - Head of Corporate Communications

Another of our core clients is a private, family-owned and mission-focused company with multiple investments across the sports, media, real estate, finance and technology sectors. We have recruited several senior leaders to the company including its Chief Communications Officer, her deputy and a head of communications for the firm’s growing real estate development business. All three had previous successful experience in the private sector and in politics/government.